For distribution companies to be effective, understanding customer demand and requirements is vital. Intelligent Account Management provides a comprehensive and ERP integrated approach to customer relationship management that drives growth, efficiency, and customer satisfaction for distributors.

Seamless Data Integration

Leverage a Unified Interface: Easily integrate CRM and ERP data into one platform.
Eliminate Silos: Consolidate all customer interactions and transactions.
Get a 360-Degree View: Access a complete customer overview for informed decision-making.

AI-Driven Insights

Access Predictive Analytics: Analyze customer data to forecast behaviors and trends and make key sales decisions.
Proactively Manage Issues & Opportunities: Identify missed opportunities and address customer needs before they arise.
Tailor Your Approach: Customize marketing and customer service efforts based on real-time intelligence.

Enhanced Sales and Buyer Enablement

Get Actionable Insights: Equip sales teams with your best-selling, most profitable products with just a few clicks, for happier, more effective salespeople.
Personalize Engagement: Enable efficient lead nurturing, newsletters and tailored interactions.
Optimize Execution: Leverage content sharing and personalized customer portals.

Comprehensive Customer Journey Mapping

Map the Journey: Manage the entire customer journey from start to finish.
Identify Critical Touchpoints: Pinpoint and optimize key interactions.
Personalize Experiences: Boost satisfaction and reduce customer churn with tailored engagement & offers.

Real-Time Analytics & Reporting

Create Custom Dashboards: Gain a comprehensive view of your entire portfolio, from GP% to margin, and see which customers have purchased specific products over time.
Access Real-Time Data: Get up-to-date analytics for quick decision-making.
Optimize Sales Performance: Monitor and elevate sales strategies.

Mobility for On-the-Go Access

Get Real-Time Updates: Access and update CRM data from anywhere.
Enhance Agility: Ensure instant customer interaction capture.
Improve Operational Efficiency: Accelerate responsiveness and operational agility.

Improved Customer Segmentation & Personalization

Track Historical Views: Access and manage all customer purchases and interactions.
Segment Smarter: Create targeted marketing campaigns based on customer behavior
Achieve Higher Conversion Rates: Enhance customer satisfaction and increase revenue with personalized communications

Efficient and Proactive Customer Service

See Comprehensive Histories: Access and share detailed customer records for efficient service.
Get Real-Time Predictions: Use analytics to anticipate and resolve issues.
Improve Resolution Rates: Increase customer satisfaction with proactive support.

We Know Distribution:
20 Years of Experience and 1000+ Customers

“This is unlike anything we’ve used before, the software takes the hard work out of data analysis, turning large data sets into easy to understand results.”